Trusted Family Wealth Advisory Firm

Welcome to Optivest Wealth Management

We are a Trusted Family Wealth Advisory Firm in the heart of Southern California. Since 1987, Optivest has provided personalized, holistic wealth management services to a select group of successful individuals and families.

As professional fiduciaries we offer unbiased and broadly diversified investment management through our open platform and low fee environment. As members of the Institute for Preparing Heirs ®, Tiger 21, Vistage and CEG Worldwide, we specialize in educating and supporting multi-generational families toward successful management and tax efficient transfer of all aspects of their wealth.

We believe family wealth is more than just money.

Family wealth includes resources and assets in all forms – investments, business interests and real property as well as family name, knowledge, health, values, spirituality, family unity and support of the community. True wealth management  involves more than just money management. At Optivest, wealth management is a consultative process involving advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy.

 “Our goal is to come alongside wealthy families to solve complex financial issues.” Mark Van Mourick, CEO

SECOND OPINION OFFER:

folder

Are You Getting The Most Out of Your Financial Advisor?

If you have resources in excess of $5 million dollars, Optivest would like to conduct a complimentary discovery meeting to determine if you are being well served at your current firm. From there, we will offer a second opinion either advising you to stay, to move to a different firm or to onboard with Optivest. We only want to engage with clients whose lives we believe can be significantly impacted by our services. CLICK HERE to meet our advisors

Yes! I want to download your

Free Advisor Checklist:

Send Us An Email:

Your Name (required)

Your Email (required)

Your Contact Info is secure and will never be shared.

Economic Update: 1Q2017

January 6, 2017:
Trump/Economy
A large part of Trump’s political capital will be used to rewrite the tax code to lower personal and corporate tax rates and limit deductions (besides replacing Obamacare, increasing infrastructure spending, rolling back excess government regulations and probably a little tightening on immigration and ...

Economic Update – The Volatile Path Back to “Old Normal”

November 22, 2016: After 2 weeks of absorbing the U.S. election results, watching the financial markets and reading countless market and economic commentaries, we offer the following condensed thoughts.

What was Expected?

While the election was thought to be close, the odds makers and thus the financial markets were clearly expecting a ...

View More